If clients are having problems viewing invoice pdf attachments in Outlook 365 in Windows, what should they do? Invoice details are coming through in giberish. Any help?

julia-stokes-lev · ‎January 22, 2022

They can see the pdf if they use the link, just not as an attachment. One client uses Microsoft Edge and another BlueBeam as the default pdf viewers. Neither works.

MariaSoledadG · ‎January 22, 2022

Let's make sure you're clients will be able to see the invoices, julia-stokes-lev.

Generally, you'll be able to view invoices if you have set the settings correctly under the Online delivery section. To do this, follow the steps below:

Click the Gear icon.
Select Accounts and settings.
Go to the Sales tab, then click the pencil icon under Online delivery.
Make sure to check the PDF attached option, and choose Online invoice as an option.

However, if your clients are still experiencing the same issue, they can perform some troubleshooting steps to fix this. There are times that the browser is full of frequently accessed page resources that may cause some unusual responses. To isolate this, let them log into their QuickBooks Online (QBO) account in a private window (incognito). Here's how:

Press Ctrl + Shift + N (Google Chrome).
Ctrl + Shift + P (Firefox).
Control + Option + P (Safari).

Once signed in, let them if they're able to view the invoice. If so, make sure to let them return to the default browser and clear the cache to speed up the loading process. Every so often the cache becomes overwhelmed with older data which can potentially cause viewing and performance issues. Clearing it will refresh the system, and they'll be able to work with a clean slate. However, if the issue persists, let them use other supported browsers .

Additionally, here's how you can record invoice payments. Go through this article for the steps: Record Invoice Payments In QuickBooks Online.

Fill me in if you have questions about viewing an invoice. I'd be glad to help.

julia-stokes-lev · ‎January 24, 2022

Thanks,

We can open the pdf attachment fine when we're in a browser on either a mac or pc. The problem is opening the pdf attachment when it comes in an email and opened in Outlook in Windows 10 or 11 (the email client, not opening the email in a browser.) The pdf just shows a bunch of mixed up letters and numbers. See attached.

Thanks,

Julia

Anonymous · ‎January 24, 2022

Thank you for your prompt reply, @julia-stokes-lev. I’ll provide you with the steps to assist your concern regarding downloading a PDF file in QuickBooks Online (QBO).

This concern could be a browser-related issue. Stored cache can cause unexpected behavior while using the application. To help you sort out this issue, we can perform some basic troubleshooting steps.

Here are the keyboard shortcuts to open a private browser:

Google Chrome: press Ctrl + Shift + N
Mozilla Firefox: press Ctrl + Shift + P
Microsoft Edge: press Ctrl + Shift + P
Safari: press Command + Shift +N

If it works, kindly proceed with clearing your cache. This helps improve the performance of the application.

Moreover, you can refer to this article for other supported browsers while using QBO.

Once done, you can update your browser to ensure that it supports every feature you need.

Another way is to update, repair, or re-install Adobe Reader/Acrobat. There could be a feature in the new updates that is not yet available in the version you currently have. To do so, you can check out this article.

For future reference, you can also utilize this article on how to fix QuickBooks Online printing issues on browsers for Windows.

Let me know if you need further assistance with printing PDFs. I’m just one post away from assisting you. Have a great day!

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If clients are having problems viewing invoice pdf attachments in Outlook 365 in Windows, what should they do? Invoice details are coming through in giberish. Any help?